To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

On our platform, we ask tough questions and solve complex problems with the facts in mind.

Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. This is Bloomberg surveillance.

People can't afford to buy a home.

They're opting to rent and people actually like the single family product

and are going to rent it as opposed to buy it.

The manufacturing sector is doing a little better right now than it had been for most of the

last year and that's something that has been signaled by a few of these regional indices.

We have significance, sustained upside surprises in the U.S.

It's going to be more difficult for the Fed to remain dovish.

Bloomberg surveillance, your link to the world of economics, finance and investment on Bloomberg Radio.

Good morning, I'm Michael McKee in New York.

It's 7 a.m. on Wall Street, 7 a.m. in Pittsburgh and Washington. The Penguins, the Capitals, Crosby,

Ovechkin. They will meet in the NHL playoffs for the first time since 2009.

Tom Keene was so excited. He couldn't do the show this week. He has gone on vacation

so he can stay up every night and watch. So joining me today, Francie Lacroix.

...